Unclaimed
Andrew Pucher is a financial professional with over 10 years of experience in the industry. Andrew is a Registered Representative of Citigroup Global Markets Inc. Prior to joining Citigroup, Andrew was employed by Goldman Sachs & Co. LLC. Andrew holds the Series 7, Series 24, Series 63, Series 79TO, and SIE licenses. Andrew is registered in all 50 states and the District of Columbia. Andrew's specializations include investment banking, securities, mutual funds, variable annuities, and life insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
12/05/2022 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
NY
08/24/2009 - 04/10/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 11/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/03/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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